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Biggest crypto news
The Club · ONDO up to $0.398 (1.42x vs entry)
Why it matters — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ONDO up to $0.398 (1.42x vs entry)
7.3
Why — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $63,883 (+0.1% 24h) · ETH $1,903 (-0.9% 24h) · SOL $73.36 (-0.5% 24h)
BitMEX is shutting down operations responsibly on its own terms, marking the end of an era as its BTC futures volume fell to just 0.08% of the market.
The CLARITY Act's passage probability dropped to 30% on Polymarket following an endorsement by the US Fraternal Order of Police.
Bitcoin spot demand is weakening, and futures demand is significantly lower than during the rebound three months ago, according to CryptoQuant.
Multicoin Capital unstaked 1.07M HYPE ($58.86M) and deposited $4.78M into Coinbase Prime, securing an estimated $18.75M profit.
A major debate is brewing over BIP-110, with Michael Saylor opposing the consensus changes and analysts warning of potential chain-split risks for nodes.
Global macro volatility is spiking as South Korea's stock market drops 8% in a day amid a chip selloff, and US oil prices surge 5% following missile strikes in Jordan.
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.42x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Consolidation, M&A activity, and project shutdowns to increase in the coming months as capital concentrates in top-tier protocols like Hyperliquid and PumpFun.
◆The launch of a new on-chain investigation competition with a 2 BTC prize pool to discover emerging analytical talent.
◆July 27–Aug 1
◆Increased institutional adoption of AI agent-to-agent payment rails on-chain, following Google and Amazon adopting Coinbase's infrastructure.
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · live vs Kraken
Club readas of 16:06
97% deployed, $201 dry powder — positioned for continuation. Stress point: SECZ 0.63× vs entry. Working: UNI 1.37×.
Deployed97%
Dry powder$201Assets13
70%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket70%
SECZex-CEPT40%40%$11.00$9.93$6.900.63×0.69×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%9%~$0.280$0.362$0.3631.30×1.00×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.068$0.0680.98×1.00×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEback in · 3%→5%5%9%$95.00$124.42$124.851.31×1.00×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.519—0.93×Long-term hold
UNI5%10%$3.12$4.27$4.281.37×1.00×$6–8 impliedTokenization tailwind
JUP5%9%—$0.219$0.221—1.01×Long-term hold
LINKclub out 18.5.0%3%—$11.33$11.36—1.00×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.83$1.851.19×1.01×Base ~$9.40Bull: solver scale upside
VIRTUAL3%—$0.650—$0.7481.15×—Long-term spot holdAI narrative
REPPO1%2%—$0.013$0.013—1.00×Early stage
CASHBeing deployed3%0%
Onchain Fundraising Bucket5%
METAMetaDAO2%———$2,769——Platform for token launchesPost safe-harbor rule
CASHWaiting for SEC safe-harbor rule3%0%
Privacy Bucket5%
ZECZcash5%4%$670.00$771.14$775.321.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,530ETH $2,459SOL $96.82
Changes since last snapshot
▼ONDO 1.40× → 1.30× vs entry
▼AAVE 1.37× → 1.31× vs entry
▼NEAR 1.28× → 1.19× vs entry
▼VIRTUAL 1.27× → 1.15× vs entry
▼ZEC 1.27× → 1.16× vs entry
▲Deployment 92% → 97%
source: club thesis · live Kraken prices · daily snapshot